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I did it from memory and probably its listed as total assets instead of AUM in the performance tab as mentioned above. In any event it is definitely there in my free library Morningstar premium edition and I have seen it on multiple occasions. Hope…
My local library in NC provides a free variation of Morningstar premium with a" Performance" tab. Yearly AUM going back 10 years is listed in the chart that comes up. Works for me. You may have it free via your library also. You might want to check…
I cannot see paying anyone 1.7% to manage a portfolio with 45% cash and 0 % yield. Investing 65% of funds in VISVX and 45% in a internet bank paying 1% has had much greater outperformance in the past 1,3,5,10 year periods. I have looked at this fu…
For VWSTX mentioned in article- current yield 0.94%. Better yield in a FDIC protected high yield savings account such as Synchrony/Ally with no possibility of drawdown!! Current yield 1.05%
Your local library may have access to Morningstar Premium. Here in NC the local libraries are all hooked up to a state site, NC Live which allows access to this site, anywhere with your library card number. No need to plunk down 100K at TRP. Its fre…
Unfortunately Wells Fargo took over our Wachovia accounts and things went downhill from there. What can you expect from a bank that call their branches "stores" I do get 100 free trades per year to include transaction fee MF's so I will keep it. Blu…
In the 9-24-12 edition of Forbes an article by William Baldwin "Easy Money from Fund Swaps " recommends a similiar but not the same method that I use to save oodles on taxes.
Watch expense ratio carefully with most funds that have low low ER's. All are NTF or free trades as noted below. Many are Vanguard funds. I have done extensive research and my allocations based on Morningstar X-ray does not show index like exposure.…
Own 24 ETF's and 45 mutual funds, for many of Accipiters reasons but also for 2 other important reasons. Even great funds tank. One example is Janus Worldwide. By having multiple "great funds in a similiar class when one tanks or is doing poorly it …
Folks may also wish to evaluate/buy GIM, a CEF,which I own, Templeton Global Income, managed also by Hassenstab ,almost like TPINX, with similiar excellent results.
